Top 1278 Client associate Jobs in Cambridge Ma

Senior Associate, Platform Sales
AGF Management Limited —Boston, MA
- $110,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Associate Executive Director - Corporate Compliance Officer
North Charles Mental Health Research and Training Foundation, Inc —Cambridge, MA
- $73,000 - $80,000 a year
- Full-time
- HIPAA
- Office
- Master's degree
- Health savings account
- Health insurance
Quick Apply
Tax Associate (EA CPA Certification Required)
Westford Tax Services Inc —Westford, MA
- From $75,000 a year
- Full-time
- Microsoft Excel
- CPA
- Mid-level
Quick Apply
Tax Associate
Schofer Dillberg & Company —Natick, MA
- $70,000 - $80,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Hair Salon Apprentice
Society Beauty Bar —Belmont, MA
- $15 - $18 an hour
- Part-time
- Cosmetology License
- Entry level
- Paid training
- Disability insurance
Quick Apply
9d
Associate General Dentist
New England Dental Group-Wilmington —Wilmington, MA
- $200,000 - $275,000 a year
- Part-time
- Background check
- Anatomy knowledge
- Dental office
- Health savings account
- Health insurance
Quick Apply
Client Service Associate
Armstrong Advisory Group —Needham, MA
- $60,000 - $70,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
10d
Associate Veterinarian at Boston Veterinary Clinic (Seaport)
Boston Veterinary Clinic (Seaport) —Boston, MA
- $130,000 - $160,000 a year
- Full-time
- Mid-level
- Communication skills
- Continuing education credits
- Disability insurance
Quick Apply
Accountant (Private Client / High Net Worth)
Lichtman & Associates, LLC —Wellesley, MA
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
13d
Associate Veterinarian at MetroVet Veterinary Clinic in Boston MA
MetroVet Veterinary Clinic —Boston, MA
- $120,000 - $140,000 a year
- Full-time
- Mid-level
- Communication skills
- Continuing education credits
- Disability insurance
Quick Apply
Associate Veterinarian
West Roxbury Animal Hospital —West Roxbury, MA
- $90,000 - $125,000 a year
- Part-time
- Patient care
- In-person
- Entry level
- Continuing education credits
- Health insurance
Quick Apply
Service Concierge - Natick, MA
Lucid Motors —Natick, MA
- $17 - $24 an hour
- Extended hours
- 18 years or older
- Driver's License
- Budgeting
- Paid holidays
- Disability insurance
Associate Recruitment Consultant
SThree —Boston, MA
- Contract
- Business development
- Communication skills
- Entry level
- Health insurance
- Dental insurance
12d
Office Assistant
New Stage Roofing and Home Improvmeent Inc —Natick, MA
- $16 - $22 an hour
- Full-time
- Spanish
- Google Workspace
- Office
- Paid time off
- Employee discount
Quick Apply
6d
Business Development Associate
Grand Coast Capital Group —Cohasset, MA
- $48,000 - $100,000 a year
- Full-time
- Hybrid work
- Construction site
- Sales
- Computer literacy
- Paid training
- Health insurance
Quick Apply
Associate Recruitment Consultant
SThree —Boston, MA
- Contract
- Office
- Business development
- Leadership
- Health insurance
- Dental insurance
12d
Associate Attorney
Standard Title & Escrow, PLLC —Woburn, MA
- From $65,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Recruitment Consultant
SThree —Boston, MA
- Contract
- Business development
- Recruiting
- Entry level
12d
Associate Veterinarian - 100066
Atlas Consultancy Group Ltd —Boston, MA
- $150,000 - $190,000 a year
- Call employer
- Surgery
- Communication skills
- Entry level
- Health insurance
- 401(k)
Quick Apply
Associate Attorney - Commercial/Securities Litigation
Everforth, Cybercoders —Boston, MA
- $175,000 - $250,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Dental insurance
- 401(k)
9d

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client associate jobs near cambridge ma

Senior Associate, Platform Sales

AGF Management Limited -
Boston, MA

Apply Now

Job Details

Full-time
$110,000 - $150,000 a year

Qualifications

Series 7
Series 63

Full Job Description

About AGF Management Limited:

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.

AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and alternative investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

About the Role:

AGF is seeking a Platform Sales professional to support the growth of its U.S. wealth business by driving adoption of investment strategies across priority wealth platforms.

This is an external, execution‑focused sales role responsible for engaging financial advisors, supporting platform initiatives, and contributing to distribution through managed accounts (SMAs/UMAs), model portfolios, and intermediary strategies.

The role is designed for individuals looking to build a career in wealth distribution, with a focus on platform‑centric sales, advisor engagement, and adoption outcomes.

Reporting to the Vice President, Wealth Strategy & Distribution, U.S., this role is an integral part of the Platform Sales function and works in close partnership with senior sales leadership and platform execution resources.

This position will be based in Boston in a hybrid setting.

Your Responsibilities:

Platform & Advisor Engagement

Engage financial advisors and platform stakeholders to build awareness and usage of AGF’s investment strategies.
Support outreach and relationship‑building within priority wealth platforms.
Participate in advisor meetings, platform calls, events, and follow‑up activities.

Sales Execution & Pipeline Development

Conduct proactive outreach (calls, meetings, follow‑ups) to develop advisor engagement.
Support the build‑out of an advisor pipeline within assigned platforms.
Contribute to advancement of sales opportunities tied to platform priorities.

Platform Adoption Support

Support the progression of strategies through platform adoption stages:
Available Recommended Model Adoption
Assist with platform initiatives including:
- due diligence processes
- RFPs and questionnaires
- model portfolio evaluations
Help execute initiatives tied to SMA/UMA models, intermediary, and platform programs.

Client & Product Positioning

Support discussions with advisors on:
- market conditions
- AGF investment strategies and performance
- portfolio construction and use cases
Assist in preparing materials and coordinating meetings involving AGF investment professionals.

Collaboration & Market Awareness

Work closely with internal stakeholders across sales, marketing, product, and investment teams.
Maintain awareness of competitor strategies, platform trends, and advisor needs.
Represent AGF at client meetings, industry events, and conferences.

Execution Discipline & CRM

Maintain accurate records of activity, pipeline, and opportunities in Salesforce.
Track engagement and support reporting on platform and advisor activity.
Contribute to a disciplined execution model aligned with platform priorities.

What You Bring:

3–7+ years of experience in asset management, wealth management, or investment distribution.
Experience in direct sales or client-facing business development, preferably within asset management, wealth management, or financial advisory channels.
Familiarity with managed accounts (SMA/UMA), model portfolios, or intermediary strategies is preferred.
Strong communication and client engagement skills.
Ability to operate in a fast‑paced, team‑oriented environment.
High level of organization and follow‑through.
Series 7 and 63 licenses are required.

Compensation :

The anticipated compensation range for this role is $110,000 - $150,000 USD annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.). Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity.

AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.

#LI-JF1

No unsolicited agency referrals please.

AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.

We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [email protected] so that appropriate arrangements can be made.

# R11309

Apply Now

Refine Your Search

client associate jobs in cambridge ma

Senior Associate, Platform Sales

Associate Executive Director - Corporate Compliance Officer

Tax Associate (EA CPA Certification Required)

Tax Associate

Hair Salon Apprentice

Associate General Dentist

Client Service Associate

Associate Veterinarian at Boston Veterinary Clinic (Seaport)

Accountant (Private Client / High Net Worth)

Associate Veterinarian at MetroVet Veterinary Clinic in Boston MA

Associate Veterinarian

Service Concierge - Natick, MA

Associate Recruitment Consultant

Office Assistant

Business Development Associate

Associate Recruitment Consultant

Associate Attorney

Associate Recruitment Consultant

Associate Veterinarian - 100066

Associate Attorney - Commercial/Securities Litigation

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